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TILT vs. DJUN
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

TILT vs. DJUN - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in FlexShares Morningstar US Market Factor Tilt Index Fund (TILT) and FT Cboe Vest U.S. Equity Deep Buffer ETF - June (DJUN). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, TILT achieves a 10.68% return, which is significantly higher than DJUN's 3.78% return.


TILT

1D
-0.67%
1M
4.39%
YTD
10.68%
6M
10.81%
1Y
28.46%
3Y*
20.80%
5Y*
11.59%
10Y*
13.96%

DJUN

1D
0.01%
1M
0.88%
YTD
3.78%
6M
4.53%
1Y
10.92%
3Y*
11.40%
5Y*
8.19%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

TILT vs. DJUN - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
TILT
FlexShares Morningstar US Market Factor Tilt Index Fund
10.68%16.59%19.88%24.70%-17.25%27.61%27.57%
DJUN
FT Cboe Vest U.S. Equity Deep Buffer ETF - June
3.78%9.38%13.92%17.58%-6.30%6.27%6.48%

Correlation

The correlation between TILT and DJUN is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.87

Correlation (3Y)
Calculated over the trailing 3-year period

0.89

Correlation (5Y)
Calculated over the trailing 5-year period

0.92

Correlation (All Time)
Calculated using the full available price history since Jun 23, 2020

0.89

The correlation between TILT and DJUN has been stable across timeframes, ranging from 0.87 to 0.92 - a consistent structural relationship.

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Return for Risk

TILT vs. DJUN — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

TILT
TILT Risk / Return Rank: 7171
Overall Rank
TILT Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
TILT Sortino Ratio Rank: 7070
Sortino Ratio Rank
TILT Omega Ratio Rank: 7070
Omega Ratio Rank
TILT Calmar Ratio Rank: 6868
Calmar Ratio Rank
TILT Martin Ratio Rank: 7777
Martin Ratio Rank

DJUN
DJUN Risk / Return Rank: 7777
Overall Rank
DJUN Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
DJUN Sortino Ratio Rank: 7474
Sortino Ratio Rank
DJUN Omega Ratio Rank: 8383
Omega Ratio Rank
DJUN Calmar Ratio Rank: 7171
Calmar Ratio Rank
DJUN Martin Ratio Rank: 9090
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TILT vs. DJUN - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for FlexShares Morningstar US Market Factor Tilt Index Fund (TILT) and FT Cboe Vest U.S. Equity Deep Buffer ETF - June (DJUN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


TILTDJUNDifference
Sharpe ratioReturn per unit of total volatility

+0.11

Sortino ratioReturn per unit of downside risk

-0.12

Omega ratioGain probability vs. loss probability

1.42

1.50

-0.09

Calmar ratioReturn relative to maximum drawdown

3.36

3.51

-0.15

Martin ratioReturn relative to average drawdown

14.71

20.66

-5.94

TILT vs. DJUN - Sharpe Ratio Comparison

The current TILT Sharpe Ratio is 2.33, which is comparable to the DJUN Sharpe Ratio of 2.22. The chart below compares the historical Sharpe Ratios of TILT and DJUN, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


TILTDJUNDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.33

2.22

+0.11

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.67

0.97

-0.30

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.75

Sharpe Ratio (All Time)

Calculated using the full available price history

0.83

1.04

-0.21

Drawdowns

TILT vs. DJUN - Drawdown Comparison

The maximum TILT drawdown since its inception was -38.46%, which is greater than DJUN's maximum drawdown of -11.96%. Use the drawdown chart below to compare losses from any high point for TILT and DJUN.


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Drawdown Indicators


TILTDJUNDifference

Max Drawdown

Largest peak-to-trough decline

-38.46%

-11.96%

-26.50%

Max Drawdown (1Y)

Largest decline over 1 year

-8.51%

-3.15%

-5.36%

Max Drawdown (3Y)

Largest decline over 3 years

-19.85%

-11.96%

-7.89%

Max Drawdown (5Y)

Largest decline over 5 years

-24.12%

-11.96%

-12.16%

Max Drawdown (10Y)

Largest decline over 10 years

-38.46%

Current Drawdown

Current decline from peak

-0.67%

0.00%

-0.67%

Average Drawdown

Average peak-to-trough decline

-4.23%

-1.59%

-2.64%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.94%

0.53%

+1.41%

Volatility

TILT vs. DJUN - Volatility Comparison

FlexShares Morningstar US Market Factor Tilt Index Fund (TILT) has a higher volatility of 3.04% compared to FT Cboe Vest U.S. Equity Deep Buffer ETF - June (DJUN) at 0.25%. This indicates that TILT's price experiences larger fluctuations and is considered to be riskier than DJUN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


TILTDJUNDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.04%

0.25%

+2.79%

Volatility (6M)

Calculated over the trailing 6-month period

8.95%

3.55%

+5.40%

Volatility (1Y)

Calculated over the trailing 1-year period

12.29%

5.04%

+7.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.39%

8.52%

+8.87%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.75%

8.06%

+10.69%

TILT vs. DJUN - Expense Ratio Comparison

TILT has a 0.25% expense ratio, which is lower than DJUN's 0.85% expense ratio.


Dividends

TILT vs. DJUN - Dividend Comparison

TILT's dividend yield for the trailing twelve months is around 1.07%, while DJUN has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
DJUN
FT Cboe Vest U.S. Equity Deep Buffer ETF - June
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
TILT
FlexShares Morningstar US Market Factor Tilt Index Fund
1.07%1.15%1.23%1.44%1.60%1.16%1.49%1.54%1.97%1.55%1.60%1.98%

Frequently Asked Questions


TILT and DJUN have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

TILT has higher volatility (3.04%) compared to DJUN (0.25%). In terms of maximum drawdown, TILT dropped -38.46% vs DJUN's -11.96%.

On 5-year performance, TILT leads with 11.59% vs 8.19% for DJUN. On fees, TILT is cheaper at 0.25% per year. On volatility, DJUN has been the lower-risk option at 0.25%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, TILT has performed better with a 11.59% return vs 8.19%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

TILT is cheaper with a 0.25% expense ratio, compared with 0.85% for DJUN.

TILT has the higher dividend yield at 1.07%, compared with 0.00% for DJUN.

TILT tracks Morningstar US Market Factor Tilt Index, while DJUN tracks Cboe S&P 500 30% (-5% to -35%) Buffer Protect June Series Index. They also come from different issuers: FlexShares and First Trust. Their fees differ too: 0.25% for TILT and 0.85% for DJUN.

TILT currently has the higher Sharpe Ratio (2.33 vs 2.22), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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